Filing Form 8962 Charge

Forum|Forum|3 years ago
February 12, 2023
3 replies
12 views

I qualified for the free file. I need to file form 8962 because I had health insurance through the government health marketplace, (which I did overpay)

IRS.gov shows that form 8962 is included in the available free file forms but when I complete filling out my tax information, TurboTax says I need to upgrade for $39 in order to file because I have a Premium Tax credit. Why is there a fee for filing Form 8962 when it's a free IRS filing form?

TurboTax Free Edition Online

DoninGA

Level 15

TurboTax and H&R Block are not part of the IRS Free File program

Go to this IRS website for the 8 tax preparation providers who are part of the Free File program - https://apps.irs.gov/app/freeFile/browse-all-offers/

JN7622Author

Level 2

I qualified for Turbo Taxes' file for $0.00

DoninGA

Level 15

The TurboTax Free online edition is only for a very simple tax return which only requires a Form 1040. Since you have a Form 1095-A and a Form 8962 those are not supported by the Free edition so you needed to upgrade to the Deluxe edition at $39.